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Water Infrastructure

Pipes, pumps, valves, and meters move and measure water, and much of the installed network is old enough to lose a large share of what passes through it. Replacement is slow, locally funded, and unavoidable.

17 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Nordea Investment Management Stockholm, Sweden	$18.1M	+$15.4M	2	0.05%	Increased
227	DA Denali Advisors San Diego, California	$18.1M	-$200K	3	2.75%	Reduced
228	ACI AMP Capital Investors Sydney, Australia	$18M	+$1.87M	4	0.11%	Increased
229	ACM American Capital Management New York	$17.9M	+$16.6M	1	1.37%	New
230	DekaBank Deutsche Girozentrale Frankfurt, Germany	$17.6M	-$13.6M	4	0.2%	Reduced
231	Kornitzer Capital Management Shawnee Mission, Kansas	$17.2M	+$446K	2	0.31%	Increased
232	Bowen Hanes & Co Ponte Vedra Beach, Florida	$16.8M	+$90.5K	1	0.89%	Increased
233	Aberdeen Asset Management Aberdeen, United Kingdom	$16.8M	+$1.16M	3	0.06%	Increased
234	United Capital Financial Advisors Irving, Texas	$16.6M	-$358K	4	0.16%	Reduced
235	First Manhattan New York	$16.5M	-$2.79M	6	0.1%	Reduced
236	Meag Munich Ergo Munich, Germany	$16.4M	-$4.48M	2	0.81%	Reduced
237	CC Cipher Capital New York	$16.3M	+$679K	4	1.01%	Increased
238	Handelsbanken Fonder Stockholm, Sweden	$15.7M	+$1.22M	1	0.46%	Increased
239	SEI Investments Oaks, Pennsylvania	$15.6M	+$5.65M	8	0.08%	Increased
240	Macquarie Group Sydney, NSW 2000, Australia	$15.2M	-$1.22M	4	0.03%	Reduced
241	Edge Asset Management Seattle, Washington	$14.8M	+$4.35M	1	0.12%	Increased
242	CS Central Securities New York	$14.6M	$0	1	3.17%	Maintained
243	RR Robotti Robert	$14.5M	-$49.9K	1	4.97%	Reduced
244	CIBC Private Wealth Group Atlanta, Georgia	$14.4M	-$3.25M	1	0.1%	Reduced
245	CCMH Cornerstone Capital Management Holdings New York	$14.3M	+$4.34M	5	0.11%	Increased
246	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$14.2M	+$1.07M	2	0.11%	Increased
247	FWSM First Wilshire Securities Management Pasadena, California	$14M	-$98.3K	1	4.21%	Reduced
248	BNP Paribas Asset Management Paris, France	$13.6M	-$71.9K	4	0.12%	Reduced
249	Ingalls & Snyder LLC New York	$13.5M	-$91.7K	2	0.75%	Reduced
250	LIM Lathrop Investment Management Little Rock, Arkansas	$13.5M	-$212K	1	4.06%	Reduced